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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-13 |
| NC | RA | APPROVED | 2026-04-09 |
Branch Locations
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 01/2026 | Present |
| Ninjatrader | Concord | NC | 06/2025 | 12/2025 |
| Lee Construction Company Of The Carolinas | Pineville | NC | 09/2024 | 05/2025 |
| United Rentals | Charlotte | NC | 05/2024 | 08/2024 |
| Best Buy | Blakeney | NC | 01/2024 | 04/2024 |
| Winkler Middle School | Concord | NC | 02/2016 | 07/2017 |
| Northwest Cabarrus High School | Concord | NC | 08/2017 | 06/2021 |
| Rowan Cabarrus Community College | Concord | NC | 07/2021 | 07/2022 |
| Central Piedmont Community College | Concord | NC | 08/2022 | 12/2025 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2023 | 05/2025 |
| Amazon | Concord | NC | 10/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-09 |
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